by Bottrell WealthMay 2023 As the days get shorter and temperatures begin to fall, Federal Treasurer Jim Chalmers is working to complete his second Budget, due to be delivered on Tuesday 9 May. All eyes will be on the Reserve Bank board next week as it meets prior to the Federal Budget to decide whether or not […]
by Bottrell WealthApril 2023 Welcome to our April newsletter and, as the days are getting shorter, there’s definitely a bit of a nip in the air. Share markets in Australia and overseas have rallied to end the month in a better position as the global banking system steadies itself and there are expectations of a tempering in […]
by Bottrell WealthMarch 2023 With Autumn underway, the changing season is a reminder to take stock and prepare for what’s ahead as the financial year heads towards its final quarter and the May Federal Budget. The gloomy prospects for economic growth, both in Australia and overseas, are occupying the minds of investors, businesses and political leaders. The […]
by Bottrell WealthFebruary 2023 February marks the end of summer holidays for many of us and getting down to business for 2023. It can be a good time to reflect on plans and goals for the months ahead. China’s plans to kickstart its economy after the pandemic shutdown have been dominating the news this month and will […]
by Bottrell WealthIt’s all about having a choice The key to life is living, not just working to retire, but there may come a time in your life when you want to change what you’ve been doing and either stop working completely or take a long holiday and work out what’s next. To be able to have this […]
by Bottrell WealthHave you got it all covered? It is generally believed that death is final. However, a grieving family knows only too well that the death of a loved one can trigger events that may drag on for years afterwards, especially when it comes to sorting out the estate of the deceased person. Outlined below are […]
by Bottrell WealthNaturally, when investigating options for an elderly person, finding the right level of care is crucial, as is anticipating future care requirements and planning for them. Given a choice, most people would prefer to remain in their own homes and the government has committed to ensuring that home care resources will be gradually increased over […]
by Bottrell WealthPutting aged care costs into perspective – a story A growing number of Australians are encountering the challenges of assisting elderly relatives with the move into aged care. One of them was a new client of ours, let’s call him Rob. Recently, he had to help his formerly active 78-year-old mother, Mary, with the painful […]
by Bottrell WealthDon’t forget these important documents What would happen if you were physically unable to sign important documents or became mentally incapable of making key decisions? This is when a Power of Attorney becomes a vital tool in managing your life – when you are unable to. Put simply, a Power of Attorney is a legal […]
by Bottrell WealthOne of the key tasks for anyone assisting an elderly relative with the move into aged care is to investigate the various fees and charges, some of which are subject to both assets and income means tests. As the family home is often the largest asset and can be a source of income if rented […]